Online services
-
Integration Services
We have now added more back office providers to our bulk valuations service.
Find out more -
Nominate a beneficiary
Dash makes it easier for you to nominate and maintain beneficiaries for your clients.
Find out more -
Client View
See all your clients' policies together, helping you see and manage all of their Standard Life plans.
Find out more -
Start a new quote and apply
This service enables you to create quotes for our individual pension plans and our International Bond.
Find out more -
Retrieve a quote and apply
Retrieve an existing quote to start the application process.
Find out more -
New scheme enquiries
Submit new business enquires for workplace pension schemes allowing you to track enquiries online.
-
Bulk Data Download
Request a bulk download of your clients’ product information across a wide range of products.
Find out more -
Adviser Payments
View and print statements following a settlement, helping you to cut down on your administration.
Find out more
What you'll get from Dash
- Comprehensive adviser dashboard
Our new dashboard displays upcoming client retirements, a summary of your business and the top funds your clients are invested in. - Proactively engage with your clients
Stay a step ahead in assisting your clients with crucial retirement decisions. - Streamlined client list
Filter and export client details, including their investments and funds, in real-time without the hassle of waiting for a bulk data download. - Enhanced client view
A seamless and efficient workflow lets you access information and complete transactions with ease.
-
Register for online services
You need to log in to our online services to use Client View. If you're not yet registered, you can sign up in just a few simple steps.
If you need any help registering, please call our helpdesk on 0345 60 60 036. Call charges will vary.
-
Service directory
Get access to all the services we offer and quickly find the support you need in our simple service directory.